SERV vs. FTEC
SERV (Serve Robotics Inc) is a stock, while FTEC (Fidelity MSCI Information Technology Index ETF) is Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Over the past year, SERV returned -44.21% vs 43.89% for FTEC. At a 0.42 correlation, their price movements are largely independent.
Performance
SERV vs. FTEC - Performance Comparison
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Returns By Period
In the year-to-date period, SERV achieves a -41.04% return, which is significantly lower than FTEC's 22.66% return.
SERV
- 1D
- -4.52%
- 1M
- -29.66%
- YTD
- -41.04%
- 6M
- -42.80%
- 1Y
- -44.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTEC
- 1D
- -0.73%
- 1M
- -0.38%
- YTD
- 22.66%
- 6M
- 20.59%
- 1Y
- 43.89%
- 3Y*
- 30.26%
- 5Y*
- 19.62%
- 10Y*
- 25.18%
SERV vs. FTEC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SERV Serve Robotics Inc | -41.04% | -23.11% | -10.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 22.66% | 22.11% | 19.98% |
Correlation
The correlation between SERV and FTEC is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Mar 7, 2024 | 0.42 |
The correlation between SERV and FTEC has been stable across timeframes, ranging from 0.42 to 0.52 - a consistent structural relationship.
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Return for Risk
SERV vs. FTEC — Risk / Return Rank
SERV
FTEC
SERV vs. FTEC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Serve Robotics Inc (SERV) and Fidelity MSCI Information Technology Index ETF (FTEC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SERV | FTEC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -2.82 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.33 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 2.71 | -3.39 |
| Martin ratioReturn relative to average drawdown | -1.20 | 8.29 | -9.49 |
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Drawdowns
SERV vs. FTEC - Drawdown Comparison
The maximum SERV drawdown since its inception was -92.72%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for SERV and FTEC.
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Drawdown Indicators
| SERV | FTEC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.72% | -34.95% | -57.77% |
Max Drawdown (1Y)Largest decline over 1 year | -65.38% | -16.26% | -49.12% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.95% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.95% | — |
Current DrawdownCurrent decline from peak | -75.52% | -8.39% | -67.13% |
Average DrawdownAverage peak-to-trough decline | -61.85% | -5.57% | -56.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.73% | 5.31% | +31.42% |
Volatility
SERV vs. FTEC - Volatility Comparison
Serve Robotics Inc (SERV) has a higher volatility of 23.98% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 11.39%. This indicates that SERV's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SERV | FTEC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.98% | 11.39% | +12.59% |
Volatility (6M)Calculated over the trailing 6-month period | 56.67% | 18.57% | +38.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 89.03% | 22.79% | +66.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 193.12% | 25.60% | +167.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 193.12% | 24.86% | +168.26% |
Dividends
SERV vs. FTEC - Dividend Comparison
SERV has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTEC Fidelity MSCI Information Technology Index ETF | 0.36% | 0.43% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% |
SERV Serve Robotics Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SERV and FTEC have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SERV has higher volatility (23.98%) compared to FTEC (11.39%). In terms of maximum drawdown, SERV dropped -92.72% vs FTEC's -34.95%.
FTEC currently has the higher Sharpe Ratio (1.94 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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